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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2326
Affinity Wealth Management
Delaware
$293K +$278K +2,095 New
AEPG
2327
American Economic Planning Group
New Jersey
$293K +$279K +2,100 New
AWM
2328
Aevitas Wealth Management
Massachusetts
$292K -$3.58K -27 -1%
RPAM
2329
Rhenman & Partners Asset Management
Sweden
$291K -$186K -1,400 -40%
FNBOH
2330
First National Bank of Hutchinson
Kansas
$291K +$14.1K +106 +6%
SFS
2331
Summit Financial Strategies
Ohio
$290K +$33.4K +252 +14%
PP
2332
Pegasus Partners
Wisconsin
$289K -$5.57K -42 -2%
TVAMP
2333
Tennessee Valley Asset Management Partners
Tennessee
$289K +$17.4K +131 +7%
CIC
2334
Cornercap Investment Counsel
Georgia
$288K -$2.65K -20 -1%
PFA
2335
Paradigm Financial Advisors
Missouri
$286K -$7.16K -54 -3%
PD
2336
Planning Directions
Pennsylvania
$285K +$271K +2,040 New
MWM
2337
MorganRosel Wealth Management
Colorado
$281K -$13.1K -99 -5%
M
2338
Mirova
France
$280K – – –
CAM
2339
Claret Asset Management
Quebec, Canada
$279K -$10.1K -76 -4%
AIFS
2340
A&I Financial Services
Colorado
$279K +$3.45K +26 +1%
SNBOSD
2341
Security National Bank of So Dak
Iowa
$278K +$3.32K +25 +1%
HPIA
2342
Hamilton Point Investment Advisors
North Carolina
$278K +$21.1K +159 +9%
BWM
2343
BT Wealth Management
Georgia
$277K +$3.98K +30 +1%
EFS
2344
Econ Financial Services
Pennsylvania
$276K -$149K -1,120 -36%
BFWA
2345
Benchmark Financial Wealth Advisors
Florida
$276K +$262K +1,978 New
PCIG
2346
Partners Capital Investment Group
Massachusetts
$276K +$262K +1,978 New
TF
2347
TimeScale Financial
Massachusetts
$274K +$1.33K +10 +0.5%
VIM
2348
Veritas Investment Management
United Kingdom
$272K -$21.2K -160 -8%
CC
2349
Capital Counsel
New York
$272K -$133 -1 -0.1%
TCPWM
2350
Traverso Chambers Private Wealth Management
California
$272K – – –